Li Lu - Value Investing in China
An interesting lecture by Li Lu on the short history of the stock market in China and his views on whether value investing will work in China
https://www.docdroid.net/vry2PzT/li-lu-t...a.pdf.html My blog: https://timetocompound.wordpress.com
17-03-2017, 11:13 AM
(17-03-2017, 08:20 AM)serendibz Wrote: An interesting lecture by Li Lu on the short history of the stock market in China and his views on whether value investing will work in China Thank you, a worthy article. It is rare for an article talking about value investing in China. It is indeed "1+1>4" in knowledge exchange via this platform.
11-04-2021, 04:03 PM
[CCBC] Fireside Chat - Value Investing in China - https://www.youtube.com/watch?v=FiHrWy2jGbA
- Mr. Li Lu is the founder and Chairman of Himalaya Capital, a multi-billion-dollar investment firm that primarily focuses on long-term investment opportunities in Asia and the U.S. He is a distinguished alumnus of Columbia University, where he received three degrees simultaneously, including B.A. in Economics, an M.B.A., and an J.D. Mr. Li currently serves as a member of the Board of Trustees of Columbia University. - Professor Bruce Greenwald is the Founding Director of the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School. Described by the New York Times as "a guru to Wall Street's gurus," Prof. Greenwald is a leading voice in value investing. 
12-04-2021, 12:28 PM
I remember reading Bruce Greenwald's work.
He still hasn't revisit/retracted some of his most famous takes: http://csinvesting.org/2016/09/15/amazon...umbia-gbs/ Quote:Amazon’s Business Is ‘Disappearing,’ Columbia’s Greenwald Says (2011) https://www.cheatsheet.com/technology/ap...ness.html/ Quote:Bruce Greenwald: Apple is Risky Business (2013) All due respect to Greenwald an accomplished academic; this is just for context of viewers that may not be familiar with his past works and takes.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
Well, I reckon life couldn't be too unsmooth when you find yourself in the same picture with Pretty Woman's savior and also a supermodel that most guys grew up dreaming about.
 Personally, I think the greatest lesson I take from Li Lu - is his willingness to accept reality for what it is, and not force his version of ideality onto the former. No other investor has a life story quite as unbelievable as Li Lu Trudie Styler, Li Lu, Richard Gere and Cindy Crawford at an event at Loews 19th Street East Theatre in New York on April 28 1994 https://archive.ph/QAMOk |
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